Video interview: “Whole-of-life is only to ‘protect the assets you’ll die living in and living off’” published by FT Adviser
Holly Hill, Director at John Lamb Hill Oldridge, recently spoke with Sonia Rach at the FT Adviser about the role of life insurance in inheritance tax planning for high-net-worth and ultra-high-net-worth clients.
In the interview, Holly explains why whole-of-life cover remains an important solution for funding long-term inheritance tax liabilities, but also why it should not always be the default choice. She discusses how combining whole-of-life and term assurance can often deliver a more cost-effective outcome, while highlighting the importance of reviewing existing policies as clients’ circumstances and estate planning objectives evolve.
Thank you to FT Adviser for featuring Holly’s insights.
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